LWM
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Lyell Wealth Management’s Trupanion TRUP Stock Holding History

Lyell Wealth Management’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,000
Closed -$213K – 137
2020
Q2 		$213K Buy
+5,000
New +$213K 0.05% 117